Tax Manager - Estate, Gift, and Trust

Uhy Llp; Sterling Heights (MI); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off

Job summary

A leading professional services firm in Sterling Heights seeks a Tax Manager for Estate, Gift, and Trust. The role involves overseeing tax compliance for high-net-worth clients, mentoring staff, and developing tax strategies. Candidates should have a Bachelor's degree in accounting, relevant experience, and professional certifications. A collaborative work environment and competitive compensation are offered.

Qualifications

• 5–8 years of relevant experience in estate, gift, and trust returns.
• Minimum 5 accounting classes and one business law class.
• Experience in professional service environments like CPA firms.

Responsibilities

• Manage complex tax compliance and planning engagements.
• Lead the development of comprehensive tax strategies for clients.
• Mentor junior staff and oversee multiple client engagements.
• Mentor and develop junior staff; review work to ensure accuracy and standards.

Skills

Tax compliance

Client relationship management

Leadership

Tax compliance

Communication

Education

Bachelor’s degree in accounting or related field

Professional certification (CPA, EA, etc.)

Tools

Axcess Tax

Thomson Reuters Fixed Assets CS

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

Tax Manager - Estate, Gift, and Trust page is loaded## Tax Manager - Estate, Gift, and Trustlocations: Sterling Heights, MItime type: Full timeposted on: Posted Yesterdayjob requisition id: JR101439# **JOB SUMMARY**The Estate, Gift, and Trust Manager will oversee complex tax compliance and planning engagements, providing high-level support to high-net-worth individuals, families, and their advisors. As a manager, you will lead and manage client relationships, guide the team in delivering exceptional services, and provide strategic advice on estate, gift, and trust tax matters. This role offers a unique opportunity to take ownership of client engagements, mentor junior staff, and drive the strategic direction of estate and trust taxation within the firm.# **JOB DESCRIPTION**Tax Compliance and Oversight:* Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041)* Ensure timely and accurate compliance with federal, state, and local tax regulations.* Resolve complex technical tax issues and maintain high-quality standards in all deliverablesTax Planning and Strategic Advisory:* Lead the development and execution of comprehensive tax planning strategies for clients* Work closely with clients, attorneys, financial advisors, and other stakeholders to design and implement effective estate and trust plans* Provide expert guidance and innovative solutions to minimize tax burdens and optimize wealth transferClient Relationship and Engagement Management:* Serve as the primary point of contact for key clients, fostering long-term, trusted relationships* Proactively manage client needs, ensuring exceptional service and identifying new opportunities to add value* Oversee multiple client engagements, ensuring the timely delivery of high-quality results while managing expectationsTeam Leadership and Development:* Supervise and mentor junior and senior staff members, providing guidance, training, and performance feedback* Review and evaluate staff work to ensure it meets the firm’s standards of quality and accuracy* Foster a positive, collaborative, and high-performance team environment, supporting professional growthResearch and Technical Leadership:* Stay current with changes in estate, gift, and trust tax laws and regulations.* Conduct and oversee research on complex tax issues and communicate insights to both internal teams and clients* Lead the development of thought leadership and client alerts on significant tax developmentsProcess and Efficiency Improvement:* Identify opportunities to streamline workflows and improve the efficiency of tax compliance and planning services* Leverage technology and automation tools to enhance service delivery and team productivity**Supervisory responsibilities*** **Will supervise subordinate team members****Work environment*** Work is conducted in a professional office environment with minimal distractions**Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift up to 15 pounds at a time**Travel required*** Travel may be frequent and unpredictable, depending on client’s needs**Required education and experience*** Bachelor’s degree in accounting, finance, or a related field* Minimum 5 accounting classes, one individual income tax class, and one business law class* 5 – 8 years of relevant experience including preparation and review of estate, gift and trust returns* Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)* Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting* Specific positions may require additional industry or specialization certifications* Responsible for completing the minimum CPE credit requirement* Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research**Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.# **WHO WE ARE**UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.